Compare · 2 funds side by side · dividends reinvested

IWR and VUG

Not found: IMCB

IWRiShares×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,902VUG · best of the two

02 / 04

IWR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.7%+2.5%+25.3%+11.1%−16.1%18.2%$233B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IWR 2001 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.2B$14,220

IWR

VUG

Vanguard Morningstar Growth ETF · $233B$16,902

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

IWRMeasureVUG

+15.6%Year to dateJan 1 → Nov 3+4.7%

+16.7%1 yearTotal return+2.5%

+21.0%3 years · per year$10,000 became $17,698 · $19,673+25.3%

+7.3%5 years · per year$10,000 became $14,220 · $16,902+11.1%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.15%Trailing 12-mo yield$115 · $41 a year on $10k0.41%

−8.2%Worst dropSmaller is better−16.1%

13.4%VolatilityLower is calmer18.2%

IWRVUG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3IWR wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWR vs VUG: Top 5 Holdings

Today

IWR

3.8%in top 5

VUG

in top 545.2%

IWRStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.0%MPCnot top 5

0.8%PSXnot top 5

0.8%SNOWnot top 5

0.7%NETnot top 5

0.6%MRNAnot top 5

Held in common7.0%

End-of-day Nov 3, 2026 · share of each fund

IWR vs VUG Returns, Every Period

iSharesIWR

+7.3%

5 years, per year

VUGVanguard

+11.1%

5 years, per year

IWRVUGFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWR vs VUG

YTD

iSharesIWR

+15.6%

VUGVanguard

+4.7%

+15.6%Year to date+4.7%

−8.2%Worst drop · 1Y−16.1%

13.4%Volatility · 1Y18.2%

1.2%Yield0.4%

$58.2BAssets$233B

4–0IWR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWR0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IWR, VUG

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

VUG0.41%$41

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IWR, VUG

Today

7.0%most shared, IWR and VUG

IWRVUG

IWR—7.0%

VUG7.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.7%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWRVUG

+15.6%Year to date+4.7%

1.2%Yield0.4%

+16.7%Past year+2.5%

0.18%Fee0.03%

3–1IWR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026